Financial and Business Solutions

General Services Administration (GSA) Federal Supply Service (FSS) Contract #GS-23F-165N

Financial and Business Solutions

Authorized Federal Supply Service Schedule Price List

Period of Performance March 4, 2003 through March 3, 2018 Inclusive of Modification PO-0022

Authorized Federal Supply Service Schedule Price List–Effective August 31, 2013 | Schedule 520 General Services Administration (GSA) Federal Supply Service (FSS) | Contract# GS-23F-0165N

Financial and Business Solutions (FABS)

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PricewaterhouseCoopers LLP | Page i

Table of Contents

Section Page

1. Contact Details ...................................................................................... 1

2. Customer Information........................................................................... 2 2.a Awarded Special Item Numbers .......................................................................... 2 2.b Pricing .................................................................................................................. 5 2.c Labor Category Descriptions ............................................................................... 6

3. Other Contract Information ................................................................. 11



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PricewaterhouseCoopers LLP | Page 1

1. Contact Details

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!, a menu-driven database system. The Internet address for GSA Advantage! is: GSAAdvantage.gov.

Schedule for Financial and Business Solutions

FSC Group 520

Contract Number GS-23F-0165N

DUNS 017035762

TIN 13-4008324

For more information on ordering from Federal Supply Schedules, click on the FSS Schedules button at fss.gsa.gov.

Contract Period March 4, 2003 through March 03, 2018

Contractor PricewaterhouseCoopers LLP 1800 Tysons Blvd. Suite 900 McLean, VA 22102

Business Size Large Business

Telephone (703) 918-3000

Fax Number (703) 918-3100

Web Site www.pwc.com/usgov

Contracts Ordering Point of Contact Todd Hutchison (703) 610-7422 [email protected]

Authorized Negotiator Melanie Thomas Armstrong (703) 918-1170 [email protected]



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2. Customer Information

2.a Awarded Special Item Numbers

520-7 Financial and Performance Audits

The Contractor shall provide financial auditing services, giving an attestation of whether the financial statements of an audited entity present fairly the financial position, results of operations, and cash flows in conformity with generally accepted accounting principles. Services may include but are not limited to the following:

Financial statement audits

Audit of financial statements prepared in conformity with standards of accounting issued by Statement of Federal Financial Accounting Standards (SFFAS) and by the American Institute of Certified Public Accountants (AICPA)

Segments of financial statements

Audit financial information, e.g., statement of revenue and expenses, statement of cash receipts and disbursements, statement of fixed assets, budget requests, and variances between estimated and actual financial performance

Internal controls

Audit for compliance with laws and regulations such as those governing the bidding for, accounting for, and reporting on grants and contracts including proposals, amounts billed, and amounts due on termination claims

Audit financial reporting and/or safeguarding assets including controls using computer-based systems

Compliance with laws and regulations

Economy and efficiency audits

– Assess business practices

– Evaluate acquisition of appropriate type, quality, and amount of resources at an appropriate cost

– Assess duplication of effort by employees and work that serves little or no purpose

– Evaluate the optimum amount of resources (staff, equipment, and facilities) in producing or delivering the appropriate quantity and quality of goods or services in a timely manner

– Evaluate compliance with requirements of laws and regulations that could significantly affect the acquisition, protection, and use of the entity’s resources

– Assess management control systems for measuring, reporting, and monitoring a program’s economy and efficiency

– Evaluate reported measures of economy and efficiency



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Program results and program fraud audits

– Assess whether the objectives of a new or ongoing program are proper, suitable, or relevant

– Determine the extent to which a program achieves a desired level of program results

– Assess the effectiveness of the program and/or individual program components

– Determine whether the program complements, duplicates, overlaps, or conflicts with other related programs

– Assess compliance with laws and regulations applicable to the program

520-8 Complementary Audit Services

The Contractor shall provide services related to the complementary activities of an audit organization. This may include but is not limited to the following:

Assist in development of questions for use at hearings

Develop methods and approaches to be applied in evaluating a new or a proposed program

Forecast potential program outcomes under various assumptions

Perform peer reviews

520-11 Accounting

The Contractor shall provide accounting services. This may include but is not limited to the following:

Analyze, process, and summarize transactions

Assist in devising new or revised accounting policies and procedures

Classify accounting transactions

Perform special studies to improve accounting operations

Resolve accounting issues

Resolve and/or implement audit findings

Assess or enhance accounting internal controls

Improve operating efficiency and effectiveness



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520-13 Complementary Financial Management Services

The Contractor shall provide complementary financial management services. This may include but is not limited to the following:

Assess and improve financial management systems

Conduct A-127 system compliance reviews

Assist with implementation of corrective actions

Document systems

Identify systems requirements

Plan and develop systems

Assist in meeting agency financial management system requirements

Assess and improve financial reporting and analysis

Develop new reporting formats and pro-forma financial reports

Assist in improving and streamlining reporting and analysis processes

Perform cost-benefit or other special financial analyses

Assist with the requirements of the Government Performance and Results Act

Assist with devising and implementing performance measures and related processes and systems

Assist with strategic and operational financial planning

Resolve audit recommendations

Assist in managerial cost accounting

Assist in financial policy formulation and development

Perform economic and regulatory analyses

– Develop methods for analyzing costs, benefits, and impacts of regulations and policies

– Collect data and prepare Information Collection Requests for approval by OMB

– Conduct exposure and risk analyses

– Develop, modify, or apply risk characterization models to analyze and evaluate polices, programs, and regulations

Perform actuarial services and/or actuarial data analysis services

– Collection, analysis, editing, calibration, and data entry of Employee Benefit Plan information

– Conduct updates of a full actuarial valuation pension plan database, program major upgrades, or significant new modeling capabilities

– Perform quantitative analysis of covered pension plans to identify plans that are potentially noncompliant or underfunded

– Assist with quality assurance efforts



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2.b Pricing Labor Category Hourly Rate Effective August 31, 2013

Audit Partner/Senior Director $342.00

Audit Director $291.29

Audit Sr. Manager II $262.17

Audit Manager II $224.41

Audit Sr. II $157.51

Audit Staff II $106.81

EDP Partner $385.16

EDP Director $322.59

EDP Sr. Manager II $298.85

EDP Manager II $253.54

EDP Audit Senior II $195.27

EDP Staff II $130.55

IT Security Partner $445.58

IT Security Director $374.00

IT Security Sr. Manager II $350.63

IT Security Manager II $296.70

IT Security Senior II $218.00

IT Security Staff II $144.57

Senior Actuary $342.00

Junior Actuary $262.17

Senior Statistician $342.00

Junior Statistician $262.17

Senior Topical Expert $342.00

Junior Topical Expert $262.17

Staff Assistant/Intern $72.28

Administrative Support $50.70



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2.c Labor Category Descriptions

Audit Partner/Senior Director

Experience of ten or more years. An advanced degree may be substituted for one year of experience. Is a Certified Public Accountant. Has five or more years acting in a managerial capacity. Has overall responsibility for projects.

Audit Director

Experience of nine or more years. An advanced degree may be substituted for one year of experience. Is a Certified Public Accountant. Is responsible for leading multiple teams of professionals. Directs the work of senior manager, manager, senior, and staff auditors and reviews workpapers and reports for accuracy and completeness. Has four or more years of experience acting in a managerial capacity.

Audit Senior Manager – II

Experience of eight or more years. An advanced degree may be substituted for one year of experience. Is a Certified Public Accountant. Directs the work of manager, senior, and staff auditors and reviews workpapers and reports for accuracy and completeness. Has three or more years of experience acting in a managerial capacity.

Audit Manager – II

Experience of six or more years. An advanced degree or certification such as a Certified Public Accountant may be substituted for one year of experience. Holds a four-year degree in accounting or a four-year degree in another field with sufficient credits to meet Certified Public Accountant licensing qualifications. Directs the work of senior and staff auditors and reviews workpapers/reports for accuracy and completeness. Has one or more years of experience acting in a managerial capacity.

Audit Senior – II

Experience of three or more years. An advanced degree or certification such as a Certified Public Accountant may be substituted for one year of experience. Holds a four-year degree in accounting or a four-year degree in another field with sufficient credits to meet Certified Public Accountant licensing qualifications. Is regularly assigned on the firm’s other audit engagements in the capacity of an audit senior. Has one or more years of experience acting in the capacity as an audit senior.

Audit Staff – II

Experience of one or more years. An advanced degree or certification such as a Certified Public Accountant may be substituted for one year of experience. Holds a four-year degree in accounting or a four-year degree in another field with sufficient credits to meet Certified Public Accountant licensing qualifications. Performs project procedures under supervision.



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EDP Partner

Experience of ten years or more. An advanced degree or a four-year degree in an appropriate technical field with a certification such as Certified Information Systems Auditor may be substituted for one year of experience. Holds a four-year degree in an appropriate technical field or is a Certified Information Systems Auditor. Has five or more years acting in a managerial capacity. Has final authority in the conduct of engagements and full responsibility for the work performed.

EDP Director

Experience of nine or more years. An advanced degree or a four-year degree in an appropriate technical field with a certification such as Certified Information Systems Auditor may substitute for one year of experience. Holds a four-year degree in an appropriate technical field or is a Certified Information Systems Auditor. Is responsible for leading multiple teams of professionals. Directs the work of senior manager, manager, senior, and staff EDP auditors and reviews workpapers and reports for accuracy and completeness. Has four or more years acting in a managerial capacity.

EDP Senior Manager – II

Experience of eight or more years. An advanced degree or a four-year degree in an appropriate technical field with a certification such as Certified Information Systems Auditor may be substituted for one year of experience. Holds a four-year degree in an appropriate technical field or is a Certified Information Systems Auditor. Directs the work of manager, senior, and staff EDP auditors and reviews workpapers and reports for accuracy and completeness. Has three or more years of experience acting in a managerial capacity.

EDP Manager – II

Experience of six or more years. An advanced degree or a four-year degree in an appropriate technical field with a certification such as Certified Information Systems Auditor may substitute for one year of experience. Holds a four-year degree in an appropriate technical field or is a Certified Information Systems Auditor. Directs the work of senior and staff EDP auditors and reviews workpapers and reports for accuracy and completeness. Has one or more years of experience acting in a managerial capacity.

EDP Senior – II

Experience of three or more years. An advanced degree or a four-year degree in an appropriate technical field with a certification such as Certified Information Systems Auditor may substitute for one year of experience. Holds a four-year degree in an appropriate technical field or is a Certified Information Systems Auditor. Is regularly assigned on the firm’s other audit engagements in the capacity of an EDP senior. Has one or more years of experience acting in the capacity of an EDP senior.



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EDP Staff – II

Experience of one or more years. An advanced degree or a four-year degree in an appropriate technical field with a certification such as Certified Information Systems Auditor may substitute for one year of experience. Holds a four-year degree in an appropriate technical field or is a Certified Information Systems Auditor. Performs project procedures under supervision.

IT Security Partner

Experience of ten or more years. Holds a four-year degree in an appropriate field. An advanced degree and a certification in a related field, such as a Certified Information Systems Security Professional (CISSP), each may be substituted for one year of experience. Has overall responsibility for the project and at least five years of experience acting in a managerial capacity.

IT Security Director

Experience of nine or more years. Holds a four-year degree in an appropriate field. An advanced degree or a certification in a related field, such as a Certified Information Systems Security Professional (CISSP), each may be substituted for one year of experience. Directs the work of senior manager, manager, senior, junior, and staff IT security specialists and conducts preliminary quality assurance over project deliverables. Has at least four years of experience acting in a managerial capacity.

IT Security Senior Manager – II

Experience of eight or more years. Holds a four-year degree in an appropriate field. An advanced degree or a certification in a related field, such as a Certified Information Systems Security Professional (CISSP), each may be substituted for one year of experience. Directs the work of other senior managers, managers, seniors, and staff. Performs preliminary quality assurance over project deliverables. Has at least three years of experience acting in a managerial capacity.

IT Security Manager – II

Experience of six or more years. Holds a four-year degree in an appropriate field. An advanced degree or a certification in a related field, such as a Certified Information Systems Security Professional (CISSP), each may be substituted for one year of experience. Directs the work of managers, seniors, and staff. Performs preliminary quality assurance over project deliverables. Has at least one of experience acting in a managerial capacity. Specific experience includes technical, managerial, audit, or implementation activities relating to security products or systems for networks, the Internet, or network-based platforms.



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IT Security Senior – II

Experience of three or more years in the assessment, design, development, or implementation of information systems/network security. Holds a four-year degree in an appropriate field. An advanced degree or certification in a related field, such as Certified Information Systems Security Professional (CISSP), may be substituted for one year of experience.

IT Security Staff – II

Experience of one or more years in the assessment, design, development, or implementation of information systems/network security. Holds a four-year degree in an appropriate field. An advanced degree or a certification in a related field, such as Certified Information Systems Security Professional (CISSP), may be substituted for one year of experience. Performs project procedures under supervision.

IT Security Staff Assistant/Intern

A minimum of two years college, but typically three or more years of college. Working towards a business, accounting, technical or other appropriate college degree and is usually a candidate for a full time staff position once education is completed.

IT Security Administrative Support

Associate degree, some college level courses or technical training in a relevant field. Some level of general business or administrative experience. Provides general computer, financial, word-processing, graphics, and other administrative support directly to project teams as necessary.

Senior Actuary

Is an Associate or Fellow in the Society of Actuaries or Casualty Actuarial Society or has experience of ten years or more in the performance of actuarial reviews or the assessment of the results of actuarial reviews performed by others. An advanced degree may be substituted for one year of experience. Holds a four-year degree in a relevant field.

Junior Actuary

Experience of five years or more in the performance or actuarial reviews or the assessment of the results of actuarial reviews performed by others. An advanced degree may be substituted for one year of experience. Holds a four-year degree in a relevant field and is studying to become an Associate or Fellow in the Society of Actuaries or Casualty Actuarial Society.

Senior Statistician

Experience of eight years or more relating to statistical calculations and analysis. Holds a four-year degree in a relevant field. An advanced degree in a quantitative field may be substituted for one year of experience.



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Junior Statistician

Experience of four years or more relating to statistical calculations and analysis. Holds a four-year degree in a relevant field. An advanced degree in a quantitative field may be substituted for one year of experience.

Senior Topical Expert

Experience of eight or more years in related field. An advance degree or certification may be substituted for one year of experience. Holds a recognized standing, has a thorough knowledge, and formal training in applicable field. Provides professional expertise.

Junior Topical Expert

Experience of four or more years in related field. An advance degree or certification may be substituted for one year of experience. Holds a recognized standing, has a thorough knowledge, and formal training in applicable field. Provides professional expertise.

Staff Assistant/Intern

A minimum of two years college, but typically three or more years of college. Working towards a business, accounting, technical, or other appropriate college degree and is usually a candidate for a full time staff position once education is completed.

Administrative Support

Associate degree, some college level courses or technical training in a relevant field. Some level of general business or administrative experience. Provides general computer, financial, word-processing, graphics, and other administrative support directly to project teams as necessary.



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3. Other Contract Information

2. Maximum Order $1,000,000

3. Minimum Order $300.00

4. Geographic Coverage Worldwide

5. Points of Production DC Metropolitan area

6. Discount from List Price or Statement of Net Price Net prices

7. Quantity Discounts None

8. Prompt Payment Discount Terms 30 days ARO

9a. Notification that Government Purchase Cards are Accepted at or Below the Micro-Purchase Threshold

Yes

9b. Notification whether Government Purchase Cards are Accepted or Not Accepted above the Micro-Purchase Threshold

No

10. Foreign Items None

11.a. Time of Delivery Per Task Order

11.b. Expedited Delivery Not applicable

11.c Overnight and 2 Day Delivery Not applicable

11.d. Urgent Requirements When the Federal Supply Schedule contract delivery period does not meet the bona fide urgent delivery requirements of an ordering agency, agencies are encouraged, if time permits, to contact the Contractor for the purpose of obtaining accelerated delivery. The Contractor shall reply to the inquiry within three workdays after receipt. (The Contractor in writing shall confirm telephonic replies.) If the Contractor offers an accelerated delivery time acceptable to the ordering agency, any order(s) placed pursuant to the agreed upon accelerated delivery time frame shall be delivered within this shorter delivery time and in accordance with all other terms and conditions of the contract.

12. FOB Points Destination

13.a Ordering Address PricewaterhouseCoopers LLP 1800 Tysons Blvd. McLean, VA 22102

13.b Contractual Representative William Hardy Telephone: 703-918-3725 Fax: 813-639-2228 E-Mail: [email protected]

13.c Technical Representative Melanie Thomas Armstrong Telephone: 703-918-1195 Fax: 813-342-7110 E-Mail: [email protected]

14.a Payment Address By Check PricewaterhouseCoopers LLP P.O. Box #7247-8001 Philadelphia, PA 19170-8001

14.b Payment Address By Wire Transfer Citibank New York ABA #021000089 To PricewaterhouseCoopers LLP Account #30408437

15. Warranty Provision None

16. Exporting Packing Charges As incurred



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17. Terms and Conditions of Government Commercial Credit Card Acceptance

Accepted below the micro-purchase threshold

18. Terms and Conditions of Rental, Maintenance, and Repair

Not applicable

19. Terms and Conditions of Installation Not applicable

20. Terms and Conditions of Repair Parts Not applicable

20.a Terms and Conditions of Other Services Not applicable

21. List of Service and Distribution Points Not applicable

22. List of Participating Dealers Not applicable

23. Preventative Maintenance Not applicable

24.a Special Attributes Not applicable

24.b Section 508 Applicability Not applicable

25. Date Universal Number System (DUNS) 017035762

26. Notification Regarding Registration in Central Contractor Registration (CCR) Database

Registered



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Financial and Business Solutions

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Transcript of Financial and Business Solutions